PERSONAL CFO SOLUTIONS, LLC
CIK: 0001677501SEC EDGAR →
Portfolio Value
$629.8M
Holdings
504
As of
Q4 2025
New Positions
51
Closed Positions
37
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CHUBB LIMITED | 193,025 | $60.2M | 9.57% |
| 2 | APPLE INC | 140,740 | $38.3M | 6.07% |
| 3 | ALPHABET INC | 58,417 | $18.3M | 2.90% |
| 4 | MICROSOFT CORP | 35,655 | $17.2M | 2.74% |
| 5 | NVIDIA CORPORATION | 88,624 | $16.5M | 2.62% |
| 6 | AMAZON COM INC | 64,868 | $15.0M | 2.38% |
| 7 | ISHARES TR | 59,141 | $14.6M | 2.31% |
| 8 | ALPHABET INC | 38,704 | $12.1M | 1.93% |
| 9 | THORNBURG ETF TR | 447,977 | $11.5M | 1.82% |
| 10 | ITT INC | 59,384 | $10.3M | 1.64% |
Quarterly Changes
New Positions (37)
$11.5M · 448K shares
$8.7M · 18K shares
$5.8M · 51K shares
$1.5M · 7K shares
$724K · 3K shares
$449K · 2K shares
$417K · 2K shares
$369K · 3K shares
$347K · 931 shares
$322K · 10K shares
$305K · 7K shares
$296K · 353 shares
$286K · 4K shares
$282K · 9K shares
$275K · 6K shares
$275K · 8K shares
$272K · 270 shares
$262K · 3K shares
$255K · 7K shares
$243K · 4K shares
$239K · 6K shares
$237K · 15K shares
$232K · 7K shares
$228K · 3K shares
$227K · 2K shares
$223K · 5K shares
$218K · 949 shares
$216K · 5K shares
$216K · 8K shares
$214K · 3K shares
$214K · 879 shares
$211K · 3K shares
$209K · 3K shares
$202K · 7K shares
$202K · 1K shares
$200K · 3K shares
$176K · 10K shares
Closed Positions (28)
$662K · 24K shares
$400K · 4K shares
$345K · 2K shares
$329K · 5K shares
$304K · 4K shares
$300K · 1K shares
$245K · 4K shares
$244K · 25K shares
$240K · 12K shares
$240K · 697 shares
$237K · 5K shares
$235K · 11K shares
$232K · 11K shares
$230K · 25K shares
$223K · 774 shares
$221K · 932 shares
$221K · 7K shares
$220K · 812 shares
$218K · 3K shares
$211K · 4K shares
$209K · 880 shares
$205K · 8K shares
$205K · 2K shares
$204K · 4K shares
$204K · 1K shares
$202K · 586 shares
$181K · 12K shares
$156K · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 111 | $196.1M | 33.6% |
| Technology | 76 | $131.6M | 22.6% |
| Industrials | 66 | $49.9M | 8.5% |
| Consumer Cyclical | 49 | $45.8M | 7.9% |
| Communication Services | 18 | $42.0M | 7.2% |
| Healthcare | 58 | $36.6M | 6.3% |
| Unknown | 27 | $19.3M | 3.3% |
| Energy | 21 | $18.5M | 3.2% |
| Consumer Defensive | 24 | $15.9M | 2.7% |
| Utilities | 20 | $10.4M | 1.8% |
| Basic Materials | 19 | $9.4M | 1.6% |
| Real Estate | 15 | $8.1M | 1.4% |